Daily Note | December 19, 2024 | Big Selloff, Higher Rates, Start Nibbling!
Summary
Equities are overvalued and due for a correction; I'm buying muni and bond CEFs and waiting on the equity side.
The Fed's hawkish cut and mixed signals on future rate cuts are causing market volatility and tightening financial conditions.
Individual bonds are becoming more attractive; consider options like Boeing 3.55% 2038 and Carlyle Secured Lend…
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